Wunderlich Capital Managemnt’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-31,649
| Closed | -$1.32M | – | 94 |
|
2018
Q1 | $1.32M | Buy |
+31,649
| New | +$1.32M | 0.91% | 62 |
|
2015
Q2 | – | Sell |
-33,097
| Closed | -$1.19M | – | 69 |
|
2015
Q1 | $1.19M | Buy |
33,097
+247
| +0.8% | +$8.88K | 1.07% | 50 |
|
2014
Q4 | $1.19M | Buy |
32,850
+1,346
| +4% | +$48.8K | 1.01% | 54 |
|
2014
Q3 | $1.07M | Sell |
31,504
-340
| -1% | -$11.5K | 0.96% | 70 |
|
2014
Q2 | $1.2M | Buy |
31,844
+260
| +0.8% | +$9.8K | 1.1% | 52 |
|
2014
Q1 | $1.09M | Buy |
+31,584
| New | +$1.09M | 1.03% | 63 |
|